Tools

Marotta’s 2018 Fidelity Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. But a secondary virtue is that it avoids the worst mistakes of the financial services industry.

This portfolio uses all Fidelity no-transaction fee exchange traded funds. Each broker has a different transaction fee to buy and sell stocks. Each broker also often has a list of ETFs for which they waive the transaction fee. Fidelity currently has 95 exchange traded funds for which they currently offers commission-free trading. We selected our gone-fishing portfolio funds from only this list.

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818...)